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Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth0.00%

8.60%
1 Year Return
Hybrid
Conservative Hybrid
6M
1Y
All

Fund Details

Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.67%
NAV₹11.57 (22 Jan 2021)
Fund Started10 Mar 2019
Fund Size36 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
8.6%
-
-
7.9%
Category Average
9.7%
5.7%
8.1%
-
Rank Within Category
32
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Would have become
0
with 8.6% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
GOISovereignGOI Sec30.7%
Hindustan Petroleum Corpn. Ltd.EnergyDebenture8.5%
Housing Development Finance Corpn. Ltd.FinancialDebenture6.3%
Bharat Petroleum Corpn. Ltd.EnergyDebenture6.0%
State Bank of IndiaFinancialBonds/Deb5.8%
GOISovereignGOI Sec3.0%
REC Ltd.FinancialNCD3.0%
GOISovereignGOI Sec2.9%
REC Ltd.FinancialBonds/Deb2.9%

Fund Managers

Pranay Sinha
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Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth Details

Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was made available to investors on 10 Mar 2019. Ajay Garg is the Current Fund Manager of Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹36 Cr and the Latest NAV as of 22 Jan 2021 is ₹11.57.

The Aditya Birla Sun Life Retirement Fund The 50s Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000.

Investment Objective

The Scheme seeks to invests predominantly in debt and money market instruments with marginal allocation to equity and equity related instruments.

Scheme Information Document(SID)

₹1000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

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About Aditya Birla Sun Life Mutual Fund

Address
One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
Phone
022 43568000
Launch Date
23 Dec 1994
Aditya Birla Sun Life Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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